See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,257 | $209,336-87.5% | $197,124-86.7% | $137,256-80.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.89% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,064 | $6,591-53.5% | $6,227-50.8% | $4,156-26.3% |
| Participant deferral / active EE | $9,607 | $9,614-0.1% | $9,135+5.2% | $6,407+50.0% |
| Admin fee / account holder | $106 | $17,308-99.4% | $16,298-99.4% | $12,270-99.1% |